Client Success Co-op: Insurance & CRM Experience

Sun Life Financial; United States; On-site; USD 28,000 - 39,000; Full time

Job summary

Sun Life Financial in the United States is offering a paid intern co-op in Client Management within Health & Risk Solutions. You will support our Client Success Specialists and Customer Relationship Executives, gaining hands-on exposure to Client Management, Customer Service, and the Stop Loss insurance industry.

Currently enrolled students in Accounting, Finance, Business Administration, or related fields, eligible to work in the United States, and able to commit to full-time (40 hours/week)

Qualifications

• Currently enrolled in an accredited college or university during the time of internship.
• Preferably in their final year of undergraduate studies.
• Must be an undergraduate or graduate student in Accounting, Finance, Business Administration, or related field of study.
• Eligible to legally work in the United States.
• Ability to work full-time (40 hours/week) during Intern session.

Responsibilities

• Salesforce tasks as applicable.
• Assist with the completion of Rep Splits and Broker licensing.
• Pursuit, collection, and transfer of Administrative Worksheets for new business groups.
• Adding/removing Contacts on policies.
• Submitting renewals for Risk Approval.
• Creating DocuSign Packages.
• Submitting cancellation requests.
• Completing Sun Life Connect access requests.
• Providing ISL Account Summaries/EORs as requested.
• Assist with premium research.
• W-9 and Schedule A Requests.
• Sending medical Plan Documents to Product.
• Uploading medical Plan Documents to the sold case tracker.
• Sending Contracts.
• Ad Hoc project work (as needed).

Skills

Customer-facing experience

Excellent communication

Attention to detail

Multitasking

Critical thinking

Organizational skills

Education

Undergraduate or graduate student in Accounting, Finance, Business Administration, or related field

Tools

MS Office

Adobe products

Job description

Sun Life Financial in the United States is offering a paid intern co-op in Client Management within Health & Risk Solutions. You will support our Client Success Specialists and Customer Relationship Executives, gaining hands-on exposure to Client Management, Customer Service, and the Stop Loss insurance industry.

Currently enrolled students in Accounting, Finance, Business Administration, or related fields, eligible to work in the United States, and able to commit to full-time (40 hours/week)